See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,292 | $113,935+20.5% | $94,224+45.7% | $125,391+9.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.88% | 5.29%-7.2pp | 10.68%-12.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,646 | $4,727-22.9% | $3,587+1.7% | $4,866-25.1% |
| Participant deferral / active EE | $7,689 | $5,179+48.5% | $4,320+78.0% | $5,352+43.7% |
| Admin fee / account holder | $17 | $8,391-99.8% | $6,269-99.7% | $9,540-99.8% |